Fidelity Investments Mutual Fund Family Data Pages

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Performance
04-30-14

Total ReturnCategory Average
Total Return 15.4 -1.3 14.2 21.4 1.5
Category Average 14.3 -1.7 13.4 20.4 1.4
Assets for Each Yr* 986.9 949.9 1,100.6 1,362.1 1,372.1
*billions

Trailing Returns %
04-30-14

  YTD 3 Year 5 Year    
Fund Family 1.45 8.80 15.47

Key Stats
04-30-14

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
1,372,050 $2,500 5.9 94.1
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 3.1 47.92 0.97 Below Avg
International Stock 3.3 10.81 1.34 Average
Municipal Bond 4.0 1.99 0.68 Below Avg
Taxable Bond 3.5 14.60 0.80 Average
*Doesn't include money market assets.

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Portfolio Analysis

Morningstar Style Box
15 21 30
3 9 4
1 10 2
Asset Allocation %
Cash 6.1
Stocks 66.5
Bonds 25.5
Other 1.9
Annual Turnover % 62
% Assets in Top 10 7.4
 
Sector Breakdown (% of stocks) 
Sensitive 39.1
Communication Services 3.2
Energy 7.3
Industrials 10.4
Technology 18.2
Cyclical 35.8
Basic Materials 4.4
Consumer Cyclical 12.8
Financial Services 16.2
Real Estate 2.5
Defensive 25.1
Consumer Defensives 9.0
Healthcare 14.4
Utilities 1.7

Top 20 US Holdings | Get Price Quotes
YTD Return through 05-16-14

  Sector YTD Return % % Net Assets  
  Google Inc Class A* Technology -5.81 1.62
  Apple Inc* Technology 7.63 1.09
  Microsoft Corp* Technology 7.97 0.73
  Wells Fargo & Co* Financial Services 9.54 0.67
  Facebook Inc Class A* Technology 6.17 0.62
  JPMorgan Chase & Co* Financial Services -7.54 0.59
  Gilead Sciences Inc* Healthcare 7.59 0.55
  Visa Inc Class A* Financial Services -5.42 0.52
  Biogen Idec Inc* Healthcare 4.20 0.50
  Amgen Inc* Healthcare -0.81 0.47
  Bank of America Corporation* Financial Services -6.74 0.44
  Johnson & Johnson* Healthcare 10.54 0.42
  Exxon Mobil Corporation* Energy 0.85 0.41
  Amazon.com Inc* Consumer Cyclical -25.35 0.41
  Chevron Corp* Energy 0.27 0.39
  Berkshire Hathaway Inc Class A* Financial Services 6.92 0.39
  Comcast Corp Class A* Communication Services -2.98 0.37
  Salesforce.com Inc* Technology -6.14 0.36
  MasterCard Inc Class A* Financial Services -11.46 0.36
  UnitedHealth Group Inc* Healthcare 2.16 0.35
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Longest Manager Tenure | More
05-16-14

Fund Name Manager Name Average Manager Tenure
Fidelity® Contrafund® William Danoff 24
Fidelity Advisor® Emerging Markets Inc T John H. Carlson 19
Fidelity® New Markets Income John H. Carlson 19
Fidelity® Growth Company Steven S. Wymer 17
Fidelity® Real Estate Investment Port Steve J. Buller 16

Shortest Manager Tenure | More
05-16-14

Fund Name Manager Name Average Manager Tenure
Fidelity Advisor® Global Strategies A Ruben Calderon 0
Fidelity® International Small Cap Sam Chamovitz 0
Fidelity® Japan Kirk Neureiter 0
Fidelity® Japan Smaller Companies David Jenkins 0
Fidelity Advisor® Capital Development O Matthew W. Fruhan 0
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